Retirement Plan Administration and Recordkeeping
Lane County > Procurement
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Description
Lane County is seeking a qualified firm to provide administration, recordkeeping, education, communications, investment-related, and other services for its 457 Deferred Compensation Plan #301055, 401(a) Defined Contribution Plan, and 457 Deferred Compensation Plan #301288. The County's goals include integrated administration and reporting, improved participant education and online capabilities, support for administrative functions, competitive pricing, reduced plan expenses, and reliable automation.
Classification Codes
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Specifications
Timeline
Documents
Documents available via:
- Contact - Audrey White and Matt Morganroth, Consultants
- Email - audrey.white@morganstanley.com and matt.morganroth@morganstanley.com
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